See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,995 | $78,672+150.4% | $109,143+80.5% | $85,850+129.5% |
| Participation rate | 75.8% | 68.3%+7.5pp | 75.9%-0.1pp | 69.3%+6.5pp |
| Annual return | 13.43% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,899 | $2,735+42.6% | $3,722+4.7% | $2,565+52.0% |
| Participant deferral / active EE | $9,065 | $3,467+161.4% | $4,653+94.8% | $3,952+129.4% |
| Admin fee / account holder | $11,001 | $5,469+101.1% | $6,752+62.9% | $6,260+75.7% |